Are you a people person who is also detail oriented? Do you like being an individual contributor and a member of an amazing team? Are you passionate about providing the best experience possible to clients, prospects, teammates, and community partners? If the answer is yes, then keep reading.
WHZ Strategic Wealth Advisors is looking to hire a Client Relationship Associate / Senior Associate that takes a ‘tailored’ approach to delivering the most memorable client experience. You must be highly client-oriented and authentic in your demeanor. Ultimately, your goal is to build meaningful relationships with our clients and make them feel extremely valued while meeting their day-to-day needs.
If you want to add value to our clients and learn more about Wealth Management and Financial Planning in a dynamic, growth-oriented culture, this is a fantastic opportunity for you.
This role is a career pathing role where career growth opportunities exist for the right candidate. Securities licensing, formal career pathing and professional development will be offered as you perform in your role.
Summary of Responsibilities:
WHZ places the client at the center of delivering on our Plan Well, Invest Well, Live Well promise. Our team works collaboratively to help clients achieve their goals. As a member of the WHZ Client Relationships team, the Client Relationship position is responsible for providing support to clients and to team members. This team is tasked to help deliver an exceptional client experience at every touch point. The role ensures the accuracy of client transactions and completion of client requests in a timely manner, oversees portfolio administration, and acts as a key driver on the team tasked to execute a client’s strategic financial plan.
Build tailored relationships with clients: You will build meaningful relationships with new and existing clients as their primary contact on day-to-day requests, helping them meet their strategic financial goals.
Support client and team members: As a dedicated team player you will have a key role in supporting the Client Relationship and entire WHZ team to deliver the absolute best wealth management experience for our clients.
Required Knowledge, Skills & Competencies:
· Bachelor’s degree required
· 1 or more years’ experience within the financial industry / client services preferred
· Desire to learn financial securities industry and completion of SIE exam within 12 months from hire date
· SIE and Series 7 preferred
· High attention to detail
· Ability to effectively prioritize workload and meet deadlines
· Strong organizational, collaborative, and problem-solving skills
· Strong interpersonal skills across various channels of communication (in person, online, phone, email)
· Exceptional communication skills to build client relationships and service expectations
· Ability to work independently and differentiate between matters that should be handled alone versus those that require collaboration across the WHZ team
· Ability to use and learn multiple technology platforms such as Customer Relationship Manager tools, workflow tools, Microsoft Suite, etc.
· Desire to work in a dynamic, growth-oriented environment
